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How To:  Set General Field Default Preferences

Before You Start

It is recommended that you create and save your General Field Default Preferences for Expense Requests before creating your first transaction.

You may specify a Default Source for future transactions.

  • If you select Prior Transaction, fields default to your most recent previous transaction.
  • If you select Expense Preferences, fields default based on system defaults and those you enter. You may also enter a default business purpose, or select a default per diem location.

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bullet iconStep 3 – Set Field Default Preferences

Default Source – Prior Transaction

If you select Prior Transaction, fields default to your most recent previous transaction.

Default Source – Expenses Transaction

If you select Expense Preferences, fields default based on system defaults and those you enter here. You may also enter a default business purpose, or select a default per diem location.

 

What's Next?

 

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